Sequoia Financial Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Sequoia Financial Advisors’s Portfolio PWV Stock Details PWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,944	Closed	-$222K	–	328
2018 Q3	$222K	Buy	+5,944	New	+$221K	0.02%	285
2017 Q1	–	Sell	-8,135	Closed	-$274K	–	297
2016 Q4	$274K	Sell	8,135 -962	-11%	-$31.2K	0.04%	211
2016 Q3	$286K	Sell	9,097 -391	-4%	-$12.3K	0.05%	174
2016 Q2	$292K	Sell	9,488 -2,914	-23%	-$88.1K	0.08%	173
2016 Q1	$373K	Buy	12,402 +255	+2%	+$7.23K	0.12%	118
2015 Q4	$353K	Sell	12,147 -29,350	-71%	-$865K	0.14%	112
2015 Q3	$1.16M	Sell	41,497 -3,258	-7%	-$97.1K	0.51%	42
2015 Q2	$1.36M	Sell	44,755 -76,904	-63%	-$2.41M	0.58%	36
2015 Q1	$3.75M	Buy	121,659 +33,403	+38%	+$1.04M	1.72%	10
2014 Q4	$2.76M	Buy	88,256 +8,178	+10%	+$250K	1.89%	10
2014 Q3	$2.44M	Buy	+80,078	New	+$2.46M	1.69%	12
2014 Q2	–	Sell	-8,416	Closed	-$245K	–	169
2014 Q1	$245K	Sell	8,416 -3,995	-32%	-$112K	0.2%	127
2013 Q4	$353K	Buy	+12,411	New	+$338K	0.29%	90

Other funds holding PWV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Sequoia Financial Advisors's PWV Position: Q4 2018 in Review

Sequoia Financial Advisors sold out of Invesco Large Cap Value ETF (PWV) in Q4 2018, closing a stake of 5,944 shares — an estimated $222K sold.

Sequoia Financial Advisors first reported a position in PWV in Q4 2013 and held it in 13 quarters. The position peaked at $3.75M in Q1 2015. 125 funds tracked by Wall St. Rank hold PWV as of Q4 2018.

Sequoia Financial Advisors reported no remaining Invesco Large Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Sequoia Financial Advisors sold 5,944 Invesco Large Cap Value ETF shares in Q4 2018, an estimated $222K.
Sequoia Financial Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2013 and held it in 13 quarters.
Sequoia Financial Advisors's Invesco Large Cap Value ETF position peaked at $3.75M in Q1 2015.
125 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2018.

Based on Sequoia Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.